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DB Wealth Management
David Bilka, CFP®
President
352-728-6789
dbilka@royalaa.com
Welcome

At DB Wealth Management, we can help.

The hallmark of our firm is educating, providing trusted advice, and first-class service to our clients. Regardless of how simple or complex your financial situation, we put you at the center to ensure that your plans accurately reflect your unique vision and values.

By design, we are an independent firm allowing us to serve clients with objective advice.  We are small enough to offer you the personalized service that you're looking for, yet large enough to have access to a wide variety of investment options.  

If you're not currently acquainted with our firm, we've established this Web site as a way for you to get to know us and understand how we can help you optimize your wealth and simplify your life.

Welcome to DB Wealth Management.  Welcome to your financial future.

Latest Video Client Alert
Newsletters
  • Four Ways to Double the Power of Your Tax Refund
    The IRS expects that more than 70% of taxpayers will receive a refund in 2017.¹ What you do with a tax refund is up to you, but here are some ideas that may make your
  • Converting Retirement Savings to Retirement Income
    You've been saving diligently for years, and now it's time to think about how to convert the money in your traditional 401(k)s (or similar workplace savings plans) into
  • Spring Cleaning Your Finances
    The arrival of spring often signifies a time of renewal, a reminder to dust off the cobwebs and get rid of the dirt and grime that have built up throughout the
  • What are bond ratings?
    Bond ratings are an essential tool when considering fixed-income investments. Ratings provide a professional assessment of credit risk, or the risk of default, which can
  • What bond ratings do agencies use?
    Bond rating agencies typically use similar scales, and it may be helpful to understand how to compare ratings from multiple agencies.
    
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Securities, insurance & advisory services offered through Royal Alliance Associates, Inc. Member FINRA/SIPC and a registered investment adviser. DB Wealth Management, LLC is not affiliated with Royal Alliance Associates, or registered as a broker-dealer or an investment adviser.



This communication is strictly intended for individuals residing in the state(s) of FL, NE and OH. No offers may be made or accepted from any resident outside the specific states referenced.
 


Check the background of this financial professional on FINRA's BrokerCheck.